Favorite a Document

For documents that you access all the time, it’s a good idea to add them to your Favorites view so you can easily access them.

To favorite a document:

1. Navigate to one of the following:

   • In Veeva Clinical Basics vaults, navigate to TMF Workspace > Library.
   • In Veeva Quality Basics vaults, navigate to Document Workspace > Library.
   • In Veeva RIM Basics vaults, navigate to Submission Mgmt > Library.
   • In Veeva PromoMats Basics vaults, navigate to Content Workspace > Library.

2. Use search and filters to find the document you want to mark as a favorite.

3. Click the gray star icon (). Once favorited, the star icon will change to yellow ().

   

Use the Favorites View

To quickly filter your library to show only documents you have marked as favorites:

1. From the VIEWS section on the left, click Favorites.